POS Payment Methods
This chapter presents how to manage payment methods in POSX Issue documents.
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HINT
A POS payment method is any way a customer can pay at a point of sale. Common payment methods include cash, credit and debit cards, including tap, chip and swipe.
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Case summary
Calvin Clerk, from the Sales department, wants to limit available payment methods to reduce the amount of mistakes that occur when selecting a method. The settings are defined by following these steps:
- Setting the POS Document Type
- Reviewing Changes
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In order to set limited POS payment methods in POSX issue document, the person responsible selects Settings | Program | Document Types in the main menu.
The Document Types register window opens.
The person responsible unchecks the All Payment Methods checkbox, and clicks the 
button. The button opens a new window for selecting desired payment methods.
The person responsible only selects the most commonly used payment methods by marking the corresponding checkboxes and finishes the proces by clicking the OK button.
The changes to the document are saved by clicking the 
button in the toolbar.
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WARNING
Changes must be saved, so that they are immediately reflected in your work.
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The person responsible continues by checking the applied settings.
The person responsible opens the POSX Issue Document and creates an issue document.
Next, the person responsible selects the Invoice payment button and the Document payments window opens, where only the previously selected payment methods on the document type are listed.
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Hint
For more information about POSX, see the chapter POSX invoice.
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